See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,509 | $107,334+94.3% | $92,893+124.5% | $152,861+36.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 1.32% | 145.58%-144.3pp | 109.41%-108.1pp | 345.32%-344.0pp |
| Employer contribution / active EE | $583 | $4,221-86.2% | $3,653-84.0% | $4,762-87.8% |
| Participant deferral / active EE | $2,903 | $4,845-40.1% | $4,236-31.5% | $5,850-50.4% |
| Admin fee / account holder | $25,582 | $7,079+261.4% | $5,794+341.5% | $11,596+120.6% |